One trigger fires the whole file. Nobody chases by memory.
Onboarding is a runbook executed by memory, and half of it is chasing people for documents. We make one trigger fire the accounts, the documents, the checklist, and the evidence.
Every miss is a hole with a name. Found weeks later.
The steps live in someone's head, so busy weeks skip steps.
Half of onboarding is asking people for the same document again.
The missed account or unsigned form surfaces exactly when it's most expensive.
Trigger once, complete every time
One trigger fires the accounts, the documents, the checklist, and the evidence.
Clients and new hires get chased automatically until the file is complete, and the evidence is filed as it happens. This gets more from what you have: the same team onboards more without the chase eating their week.
An automation runs the sequence: documents requested, accounts created, tasks assigned, and the chase when something is late.